Client Services Salesforce

Recent updates

Creating a Job in Next Steps
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Jobs
Navigating the Next Steps Program Engagement Page
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Getting Started
Adding Follow-Up Comments to an Incident
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Incidents (Incidents, @Work Strikes, COATS, Recording CTO Days)
Recording CTOs for an @Work Client
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Incidents (Incidents, @Work Strikes, COATS, Recording CTO Days)
Logging into RingCentral for Salesforce
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? RingCentral for Salesforce
Updating a Client's Contact Information
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Updating Client Information
Searching for a Client
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Getting Started
Adding a Document to a Client's @Work Files
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Files
Recording a MARTA Card
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Service Deliveries (MARTA Cards, Referrals)
Creating a Next Steps Client Note
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Client Notes